-5.2%
RCAT vs AHR
+28.2%
-33.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.4% |
| 7D | -5.4% | -3.0% | -2.3% | -6.6% |
| 30D | -24.2% | +2.6% | -26.8% | -23.3% |
| 3M | -25.8% | +16.0% | -41.9% | -21.9% |
| 6M | -44.9% | +3.1% | -48.0% | -42.1% |
| YTD | +1.9% | +16.0% | -14.2% | +10.7% |
| 1Y | -5.2% | +28.0% | -33.1% | +8.3% |
| All | -5.2% | +28.2% | -33.3% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling